Automation Recipes
AUTOMATION Automation Recipes What Are Automation Recipes? Automation recipes are pre-built, proven workflow templates that solve common business challenges.
Instead of building from scratch, you can clone a recipe and customize it for your specific needs.
Lead Fuel CRM includes recipes for lead follow-up, appointment management, review requests, and more.
Lead Follow-Up Sequence Purpose Capture website visitors and automatically nurture them with a multi-touch email sequence.
Workflow • Trigger: Form Submission (website contact form) • Action: Send welcome email immediately • Action: Wait 2 days • Action: Send follow-up email about your services • Action: Wait 3 days • Action: Send final offer or CTA email • Action: If no response after 7 days, add "nurture" tag for future campaigns Appointment No-Show Handling Purpose Automatically respond when a contact misses an appointment, rescheduling or removing them from service lists.
Workflow • Trigger: Appointment No-Show • Action: Send SMS reminder (they missed the meeting) • Condition: Is this the first no-show? • If Yes: Send rescheduling email with calendar link, add "reschedule-needed" tag • If No: Send formal cancellation notice, add "unreliable" tag, assign to retention specialist Post-Appointment Review Request Purpose Request reviews and testimonials after successful appointments or service delivery.
Workflow • Trigger: Appointment Completed • Action: Wait 1 day (let them enjoy the service) • Action: Send review request email with links to Google, Trustpilot, and your website • Action: Wait 3 days • Action: Send SMS with review link as reminder • Action: Add "review-requested" tag to track follow-ups Hot Lead Rapid Response Purpose Ensure high-value or urgent leads get immediate attention from your sales team.
Workflow • Trigger: Tag Added ("hot-lead") • Action: Send SMS alert to sales manager immediately • Action: Assign contact to top sales rep • Action: Create internal task reminder • Action: Send high-priority email to contact Tip: Clone recipes as starting points but customize them for your business.